Mercury Administration: Questions Screen

From FloristWiki

User questions, such as "How did you find out about our store?", are the questions that you want your employees to ask each customer. These questions are displayed in the Order Entry Payments window or the Customer Detail Information window (whichever you specify). These questions help you gain valuable customer information.

For each question, you need to set up the following:

Setting	Description
Question	Enter the question you want your employees to ask each customer.
Type	Select whether you want the question to be asked in the Customer Detail Information window or in Order Entry on the Payment window.
Active	Select the check box if you want this question to be active in your system. If the box is not selected, the question will remain in your question list, but it will not display in the Customer Detail Information or the Order Entry Payment window until you activate it.

Accessing the Questions Screen

To access the Questions screen in Mercury Administration:

1. Launch Mercury Administration.
2. Double-click Mercury Administration in the explorer pane.
3. Double-click the Accounting folder.
4. Double-click Questions. The Questions screen opens.

Adding User Questions

To add user questions to your system:

1. In Mercury Administration, access the Questions screen.
2. Click inside of a blank cell in the Question column and type a question.
3. In the type column, select if you want this question to appear in Order Entry (in the Payment window) or in the Customer Detail Information window.
4. Select the Active check box for questions that you want to use.
5. Click Apply to save the information before exiting this screen.